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Bank Special Assets Dallas
December 4-5, 2025
JW Marriott Dallas Arts DistrictDallas, TX
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Day One - 12/4 - CT

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Day One - 12/4 - CT
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Showing 1 of 1 Streams
8:15am - 9:00am
Breakfast & Registration
Showing 1 of 1 Streams
9:00am - 9:45am
Macro-Economic Distressed/ CRE Environment
  • Brian Bailey - Senior Managing Director, Head of Research, Trimont
Showing 1 of 1 Streams
9:45am - 10:30am
Economy & Market Dynamics: Navigating Challenges and Opportunities in Loan Portfolio Management
  • Jason Alpert - Managing Partner, Castlebar Holdings
  • Jeffrey Worstell - President, The Mint National Bank
  • Andre Cuadrado - CEO, Xchange.Loans Inc.
  • Jon Winick - CEO, Clark Street Capital
  • Bliss Morris - Founder & CEO, First Financial Network
Showing 1 of 1 Streams
10:30am - 11:15am
Networking Break
Showing 1 of 1 Streams
11:15am - 12:00pm
The Workout Playbook: Risk, Recovery, and Restructuring in Special Assets
  • David Bavli - Senior Vice President, Associate General Counsel & Director of Special Assets, Axos Bank
  • Chris Swieca - Senior Vice President, Wintrust
  • Alex O'Brien - President & CEO, Boc Bank
  • Peter Rizzo - SVP SBA Liquidation Manager, First Bank of the Lake
  • Jason Alpert - Managing Partner, Castlebar Holdings
  • Paul Grusecki - Managing Director of Advisory Services, NAI Hiffman
Showing 1 of 1 Streams
12:00pm - 12:45pm
C&I Lending Outlook: Rate Sensitivity, Refinancing Trends, and Portfolio Strategy
  • Jeffrey Scott - Managing Director, BizCap
  • Chris Reed - Vice President, Comerica Bank
  • Greg Shore - President, Reiger Shore
Showing 1 of 1 Streams
12:45pm - 1:45pm
Lunch
Showing 1 of 1 Streams
1:45pm - 2:30pm
The Buyers Plenary: Exploring Dealflow, Sourcing, Pricing and Portfolio Management/Optimization
  • Mahmood Motani - Managing Member, Sena Capital
  • Steve Hislop - Managing Director, Midwest
  • Preston Ball - Director of Acqusitions, Fairview Partners Investment Management
  • Robert Milam - Managing Director, Summit Investment Management
Showing 1 of 1 Streams
2:30pm - 3:15pm
Office, Retail, Hospitality: Sector-Specific Strategies for a Volatile CRE Market
  • Derek Schuster - Senior Director Investments - Auction Services, Marcus & Millichap
  • Robert Records - Director, Special Serving, SitusAMC
  • Pam Goodwin - CEO, Goodwin Commercial Properties
  • Michael Jimenez - Founder & CXO, Xchange.Loans Inc.
  • Rose Hasham - Head of Brokerage & Investments, Axe Commercial Real Estate
  • Nicholas Wilson - COO, Douglas Wilson Companies
Showing 1 of 1 Streams
3:15pm - 3:45pm
Networking Break
Showing 1 of 1 Streams
3:45pm - 4:15pm
Receivership vs. Bankruptcy: Strategic Decision-Making in Asset Recovery
  • Jim Paul - Director: State & Federal Court Appointed Receivership, ALPS Group
  • Rick Levin - Auctioneer & Broker, Rick Levin & Associates
Showing 1 of 1 Streams
4:15pm - 4:30pm
Liquidations vs. Restructuring
  • James Gee - Director & Co-Founder, GEE | HASHIMOTO ADVISORY
Showing 1 of 1 Streams
4:30pm - 5:00pm
Bank Loans, Rural Resilience, and Agricultural Finance
  • Phil Love - President & CEO, Pactola Commercial & Agricultural Lending
  • Rod Werhan - former National Bank Examiner, Pactola Commercial & Agricultural Lending
Showing 1 of 1 Streams
5:00pm - 6:00pm
Networking Cocktail Reception
Informal Networking at Vincent's Bar (cash bar)
NextDay Two - 12/5
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